VCM
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Vines Capital Management’s Caterpillar CAT Stock Holding History

Vines Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Hold
1,214
– – 1.06% 20
2026
Q1 		$860K Hold
1,214
– – 0.85% 26
2025
Q4 		$695K Buy
+1,214
New +$675K 0.68% 27

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vines Capital Management's CAT Position: Q2 2026 in Review

Vines Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,214 shares worth $1.29M. The position accounts for 1.06% of the portfolio, ranked #20.

Vines Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vines Capital Management held 1,214 shares of Caterpillar worth $1.29M as of Q2 2026.
  • Vines Capital Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 1.06% of Vines Capital Management's portfolio in Q2 2026, its #20 holding.
  • Vines Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vines Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.